Life Insurance Specialist

B&K Consulting Pty Limited; Sydney; Remote; AUD 80,000 - 120,000; Full time

Job summary

B & K Consulting is seeking a life insurance adviser who can convert referred opportunities into policies, offering balanced general advice and sufficient client education. You’ll work from home or office, with paid parental leave and strong referral leads that reduce client-sourcing pressure.

You’ll conduct outbound General Advice conversations, explain insurance types, provide quotes, and guide clients through applications, including medical questionnaires.

Qualifications

• Strong sales drive and motivation to achieve commercial targets.
• Excellent communication skills and pipeline management.
• Ability to work autonomously and protect long-term relationships.

Responsibilities

• Convert referred opportunities into completed life insurance policies, while ensuring clients receive clear, balanced General Advice and enough education to make informed decisions without feeling rushed or pressured.
• Conduct outbound General Advice conversations with referred clients, explaining insurance types, product differences, and underwriting considerations. You’ll provide quotes, map out next steps, and assist clients in completing applications, including medical questionnaires where required.
• Manage cases through underwriting, medical requirements, and suspense, following up proactively to keep cases progressing. You’ll maintain accurate advice and client records and operate within General Advice and internal compliance requirements.

Skills

Strong sales drive

Excellent communication

Autonomous work

Job description

Shape how insurance advice evolves while building your income without artificial caps. You’ll work from anywhere, choosing between home or office, and benefit from paid parental leave and strong referral leads that take the pressure off sourcing your own clients.

Your commercial success will be backed by warm referrals from trusted networks, not cold digital leads. This means better client engagement and smoother conversations, giving you the chance to convert high-quality opportunities into completed policies.

With broader insurer options and a supportive team led by someone with hands-on life insurance experience, you’ll have the tools and guidance to maximise your performance. The incentive structure is designed to reward you fairly, without arbitrary limits on your earnings.

What you’ll do

Convert referred opportunities into completed life insurance policies, while ensuring clients receive clear, balanced General Advice and enough education to make informed decisions without feeling rushed or pressured.

You’ll conduct outbound General Advice conversations with referred clients, explaining insurance types, product differences, and underwriting considerations. You’ll provide quotes, map out next steps, and assist clients in completing applications, including medical questionnaires where required.

Manage cases through underwriting, medical requirements, and suspense, following up proactively to keep cases progressing. You’ll maintain accurate advice and client records and operate within General Advice and internal compliance requirements.

What you’ll need

• Strong sales drive and motivation to achieve commercial targets.
• Excellent communication skills and pipeline management.
• Ability to work autonomously and protect long-term relationships.

About the company

The organisation are specialists in protection. They prioritise customers over profits. They offer cover through personal, business, and employee benefits channels, ensuring customers are looked after and that they have the right cover.